Purchases and Sales Made in Q3 2024 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 2024. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
512+ 1.93% |
$70.6K - $82.9K
|
27K
$4.17M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
512+ 11.7% |
$70.6K - $82.9K
|
4.89K
$755K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
512+ 0.87% |
$70.6K - $82.9K
|
59.3K
$9.15M
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
511+ 21.06% |
$70.5K - $82.8K
|
2.94K
$454K
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
500+ 7.45% |
$68.9K - $81K
|
7.21K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
494+ 4.0% |
$68.1K - $80K
|
12.8K
$1.98M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
493+ 4.68% |
$68K - $79.9K
|
11K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
493+ 9.85% |
$68K - $79.9K
|
5.5K
$849K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
493+ 3.68% |
$68K - $79.9K
|
13.9K
$2.15M
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
488+ 42.66% |
$67.3K - $79K
|
1.63K
$252K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
486+ 3.7% |
$67K - $78.7K
|
13.6K
$2.1M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
481+ 5.44% |
$66.3K - $77.9K
|
9.33K
$1.44M
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
476+ 5.91% |
$65.6K - $77.1K
|
8.53K
$1.32M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
473+ 6.73% |
$65.2K - $76.6K
|
7.5K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
473+ 3.42% |
$65.2K - $76.6K
|
14.3K
$2.21M
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
471+ 1.16% |
$64.9K - $76.3K
|
41K
$6.33M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
471+ 32.96% |
$64.9K - $76.3K
|
1.9K
$293K
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
470+ 5.23% |
$64.8K - $76.1K
|
9.45K
$1.46M
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
468+ 6.36% |
$64.5K - $75.8K
|
7.83K
$1.21M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
467+ 6.96% |
$64.4K - $75.6K
|
7.17K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
466+ 3.64% |
$64.3K - $75.5K
|
13.3K
$2.05M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
465+ 16.38% |
$64.1K - $75.3K
|
3.3K
$510K
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
464+ 1.87% |
$64K - $75.2K
|
25.2K
$3.9M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
458+ 10.8% |
$63.1K - $74.2K
|
4.7K
$726K
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
458+ 1.8% |
$63.1K - $74.2K
|
26K
$4.01M
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
451+ 12.92% |
$62.2K - $73K
|
3.94K
$609K
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
450+ 8.04% |
$62K - $72.9K
|
6.05K
$934K
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
447+ 7.42% |
$61.6K - $72.4K
|
6.48K
$1M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
445+ 10.89% |
$61.4K - $72.1K
|
4.53K
$700K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
443+ 14.84% |
$61.1K - $71.8K
|
3.43K
$530K
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
443+ 4.0% |
$61.1K - $71.8K
|
11.5K
$1.78M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
441+ 5.69% |
$60.8K - $71.4K
|
8.19K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
441+ 4.92% |
$60.8K - $71.4K
|
9.41K
$1.45M
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
438+ 1.01% |
$60.4K - $70.9K
|
43.7K
$6.75M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
436+ 6.15% |
$60.1K - $70.6K
|
7.53K
$1.16M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
435+ 3.34% |
$60K - $70.5K
|
13.5K
$2.08M
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
435+ 2.94% |
$60K - $70.5K
|
15.3K
$2.36M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$67K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$67K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
433+ 1.77% |
$59.7K - $70.1K
|
24.9K
$3.84M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
433+ 8.93% |
$59.7K - $70.1K
|
5.28K
$816K
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.65% |
$59.6K - $70K
|
9.73K
$1.5M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
432+ 5.84% |
$59.6K - $70K
|
7.83K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
432+ 14.97% |
$59.6K - $70K
|
3.32K
$512K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
431+ 8.55% |
$59.4K - $69.8K
|
5.47K
$845K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
429+ 5.69% |
$59.2K - $69.5K
|
7.97K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
428+ 0.99% |
$59K - $69.3K
|
43.5K
$6.71M
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
427+ 1.65% |
$58.9K - $69.2K
|
26.4K
$4.07M
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
427+ 5.83% |
$58.9K - $69.2K
|
7.75K
$1.2M
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
425+ 1.16% |
$58.6K - $68.8K
|
37.1K
$5.74M
|